Why pay thousands to agencies when you can manage LinkedIn lead generation yourself? Closely offers an affordable, user-friendly platform to handle outreach directly. With AI-driven tools, you can automate tasks like sending LinkedIn connection requests, follow-ups, and emails – all from one dashboard. Plus, you’ll have full control over your campaigns, real-time metrics, and CRM integrations.
Key Benefits of Using Closely:
- Cost-Effective: Plans start at $49/month, far cheaper than agency retainers ($1,000–$5,000+).
- Automation: Streamline LinkedIn and email outreach with AI-powered personalization.
- Transparency: Monitor performance, manage responses in a unified inbox, and adjust campaigns easily.
- Data Enrichment: Pull verified contact details for accurate prospecting.
- CRM Integration: Sync with tools like Salesforce, HubSpot, and Pipedrive for seamless data flow.
Closely empowers you to take charge of your lead generation without relying on expensive agencies. Save money, stay in control, and achieve better results.
How to Get Clients With LinkedIn Automation in 2025
Getting Started: Setting Up Closely for LinkedIn Lead Generation
Getting started with Closely is simple and ensures your campaigns are set up for success. Designed specifically for sales teams focused on LinkedIn marketing, the platform helps streamline prospecting efforts and organize workflows efficiently.
Creating Your Closely Account
To begin, create a Closely account using your LinkedIn-associated email and password. Once registered, you’ll receive personalized guidance from the support team. They’ll walk you through the dashboard’s key features, making sure you’re ready to run effective campaigns.
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is user-friendly and easy to navigate, making it accessible even for those who are not tech-savvy." – Antonio D., Digital Strategist & Coach
After activation, you’ll have access to an intuitive dashboard that centralizes your lead generation activities. The next step is integrating your LinkedIn and email accounts to enable seamless multichannel outreach.
Connecting LinkedIn and Email Accounts
Closely makes it easy to link your LinkedIn and email accounts, consolidating all outreach efforts in one place. You can connect multiple email accounts, including providers like Gmail and Outlook, allowing you to manage communications efficiently.
For LinkedIn, Closely uses secure, authorized protocols to ensure your account’s safety. If your team uses multiple LinkedIn accounts, you can integrate them as well, giving different members the ability to manage outreach while maintaining centralized control.
This integration ensures that your outreach is both streamlined and secure, making it easier to oversee and manage campaigns effectively.
Setting Up Team Access and Compliance Settings
As your campaigns grow, it’s important to establish clear team permissions. Assign roles to control who can create, modify, or execute outreach, ensuring operations remain secure and organized. This setup not only enhances campaign management but also highlights areas where additional support might be required.
Closely is fully compliant with GDPR and CCPA standards, providing all necessary legal documentation to protect your business and your prospects’ data. By setting up compliance protocols from the beginning, you safeguard both your operations and the privacy of your leads.
Additionally, team access controls allow you to designate permissions for campaign management. This ensures that only authorized team members can access critical tools, keeping your outreach efforts efficient and secure.
Building Multi-Channel Campaigns with Closely
Once your accounts are integrated, you can create multi-channel campaigns that blend LinkedIn and email outreach. This allows you to connect with prospects across platforms, all from a single, user-friendly dashboard. To make your efforts more precise, you can enhance your prospecting process with Closely’s data enrichment tools.
Finding Prospects: Using Closely’s Data Enrichment Features
Closely simplifies prospecting with its data enrichment capabilities, automatically pulling verified business emails and direct phone numbers. This feature eliminates much of the guesswork tied to manual data collection, ensuring your contact information is accurate and up-to-date.
Creating Outreach Sequences
With Closely, you can design automated outreach sequences that combine LinkedIn connection requests, follow-up messages, and emails – all managed from one platform [1].
Start by sending a personalized LinkedIn connection request. Then, keep the conversation going with well-timed LinkedIn messages and follow-up emails. Importantly, Closely organizes all responses – whether they come through LinkedIn or email – into a single, streamlined inbox, making it easy to manage your interactions [1].
Personalizing Campaigns with AI
Closely uses AI to add a personal touch to your LinkedIn and email outreach. This allows you to send messages that feel tailored to each recipient, even when reaching out to many contacts at once [1]. By analyzing data from prospect profiles and context, the AI crafts messages that resonate, increasing the likelihood of meaningful responses.
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Advanced LinkedIn Automation Strategies for Better Results
If you’ve already got your LinkedIn campaigns up and running, it’s time to take things to the next level. These advanced strategies will help you fine-tune your outreach efforts and scale them effectively. With tools like Closely, you can increase efficiency while keeping the personal touch that makes LinkedIn such a powerful platform.
Using the Closely Surfer Extension
The Closely Surfer extension is a handy tool to streamline your LinkedIn prospecting process. However, before diving in, it’s important to stay mindful of LinkedIn’s rules. LinkedIn explicitly prohibits third-party tools that automate actions or scrape data [2]. Thankfully, Closely addresses this concern with its built-in data enrichment features, which securely provide verified contact details without breaking compliance.
By working within these boundaries, you can focus on refining your lead qualification process and integrating seamlessly with your CRM system.
Automating Lead Scoring and Qualification
When you’re managing a large pool of prospects, prioritizing leads becomes critical. Closely makes this process easier by allowing you to define your ideal customer profile (ICP) using criteria like company size, industry, location, job title, and even funding levels. You can track these details systematically across your database using Closely’s Custom Fields feature [3].
The Smart Views feature takes it a step further by automatically categorizing leads into high, medium, and low priority tiers based on your scoring criteria [3]. This ensures you’re always focusing on the most promising prospects.
Closely’s AI agents also analyze key data points – like website visits, content engagement, and profile interactions – to assign lead scores automatically. This eliminates the need for manual qualification and ensures no high-value opportunities are overlooked [4].
For an added layer of efficiency, you can integrate third-party data enrichment tools like Clearbit or ZoomInfo directly into Closely. These integrations automatically update your Custom Fields with the latest information, keeping your lead scores accurate and actionable [3].
Connecting with CRM Systems
Closely integrates with major CRM platforms like HubSpot, Salesforce, and Pipedrive, ensuring a smooth flow of data between your systems. With bidirectional syncing, all prospect interactions and campaign data stay up-to-date. You can even set up automated lead assignment rules, so your top sales reps receive high-priority leads, while medium-tier prospects are funneled into nurturing sequences [3].
Using webhook integrations, you can trigger specific actions based on real-time prospect behavior. For example, if a prospect engages with your content or visits your website, you can act immediately on these buying signals.
These CRM integrations also offer robust reporting capabilities. Track LinkedIn conversion rates, email sequence performance, and overall ROI to continuously optimize your campaigns. This level of reporting not only sharpens your strategy but also helps you demonstrate measurable results to stakeholders.
Measuring and Improving Campaign Performance
Once your LinkedIn lead generation campaigns are up and running, keeping a close eye on performance is a must. With Closely’s unified dashboard, you can see how your campaigns are doing across both LinkedIn and email channels – all in one place. No more juggling multiple tools. These insights let you fine-tune your strategy and improve your LinkedIn outreach efforts over time [1].
Tracking Key Metrics and Engagement
Closely’s analytics dashboard gives you a bird’s-eye view of your campaign performance. You can track critical metrics like connection acceptance rates, message responses, email opens, and click-through rates – all from one central hub. Users have reported a 35% increase in responses and a 45% jump in pipeline opportunities thanks to automation. On top of that, the platform allows you to drill down into individual campaign performance and even see how each team member is contributing to your overall success [1][5].
A/B Testing and Message Optimization
Want to know what messaging works best? Closely makes A/B testing simple. You can create multiple versions of your outreach sequences, and the platform will automatically distribute them to different audience segments. Experiment with email subject lines, LinkedIn opening messages, timing, and calls-to-action to see what drives the most engagement. Plus, Closely’s analytics show when your prospects are most active and which CTAs are most effective. With these AI-driven insights, you can identify winning strategies and replicate them for even better results [1].
Creating Reports and Showing ROI
Once your campaigns are optimized, you’ll need to showcase the results. Closely’s reporting tools make it easy to generate detailed reports that highlight your performance. Visual dashboards let you track trends over time, compare key metrics, and see how each team member is contributing. Plus, the system integrates with your CRM, giving you a full view of your leads – from the first interaction to closed deals. This end-to-end visibility helps you clearly demonstrate the value of your LinkedIn outreach to stakeholders [5].
Conclusion: Take Control of Your Lead Generation with Closely
Why rely on costly agencies when you can take charge of your outreach and save big? With Closely, plans start at just $49/month, a far cry from the hefty $1,000–$5,000+ retainers agencies often charge [6]. And the savings don’t just stop at cost – real-world results speak volumes.
Take the case of a US-based SaaS startup. They ditched their $2,000/month agency and opted for Closely’s $127/month Growth plan. The outcome? A 30% boost in qualified meetings and a 25% rise in response rates – all within a single quarter [6]. This combination of better performance and massive savings highlights why so many are shifting to a do-it-yourself approach.
Closely’s AI-driven automation handles all aspects of outbound prospecting, from finding and qualifying leads to sending personalized messages. By automating these time-consuming tasks, you’re free to focus on what really matters: closing deals. Plus, features like seamless CRM integration and built-in compliance tools ensure your data stays safe and aligned with LinkedIn and GDPR regulations.
Whether you’re a solo entrepreneur or part of a growing team, Closely’s flexible pricing and team management tools let you run campaigns on your own terms. Forget long-term agency contracts – this is your chance to optimize campaigns independently and stay agile.
Say goodbye to overpriced agency fees. With Closely’s easy-to-use automation, detailed analytics, and AI-powered personalization, you have everything you need to scale your lead generation efforts confidently, all while staying in control [6].
FAQs
How does Closely stay compliant with LinkedIn’s policies and data privacy laws like GDPR and CCPA?
Closely places a strong emphasis on complying with LinkedIn’s policies and adhering to data privacy laws like GDPR and CCPA. By following strict industry standards and ethical practices, it ensures explicit consent is always obtained before collecting or processing any user data, staying firmly within legally defined boundaries.
The platform upholds GDPR principles, including transparency and fairness, while also respecting the privacy rights outlined under CCPA. To keep your data secure and maintain user trust, Closely regularly reviews and updates its processes to stay aligned with changing regulations.
What are the benefits of using Closely instead of a LinkedIn lead generation agency?
Using Closely comes with several standout advantages over hiring a traditional LinkedIn lead generation agency. It takes care of tedious tasks like profile visits, sending connection requests, and follow-up messages – all automatically. This means you can save hours of manual work while keeping your outreach consistent and reliable.
What sets Closely apart is its AI-powered personalization. It crafts tailored messages for your prospects, which can significantly improve response rates and make your campaigns more impactful. On top of that, it provides real-time insights into how your outreach is performing, so you can tweak your strategies as needed for even better results. And the best part? You get all of this without the hefty fees or rigid processes that often come with hiring an external agency. Closely gives you the tools to fully manage and scale your lead generation efforts on your terms.
How does Closely’s AI-powered personalization make LinkedIn outreach campaigns more effective?
By leveraging AI-powered personalization, you can create customized messages for each prospect, making your outreach feel more genuine. This approach has been shown to increase response rates – sometimes by as much as 35%. Using real-time data and buying signals, it ensures your messages are tailored to resonate with your audience.
This blend of automation and personalization doesn’t just save time – it enhances engagement. It helps you connect on a deeper level, building stronger relationships and driving better outcomes for your LinkedIn campaigns.